iShares Russell 3000 Index shares owned by Aquire Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Aquire Wealth Advisors
from 13F filings
Historical chart of Aquire Wealth Advisors investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by Aquire Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by Aquire Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.2M | 15k | 273.74 |
| 2023-09-30 | $4.0M | 16k | 245.06 |
| 2023-06-30 | $4.8M | 19k | 254.48 |
| 2023-03-31 | $4.6M | 19k | 235.41 |
| 2022-12-31 | $4.3M | 19k | 220.68 |
| 2022-09-30 | $4.2M | 20k | 207.05 |
| 2022-06-30 | $4.6M | 21k | 217.40 |
| 2022-03-31 | $5.5M | 21k | 262.36 |
| 2021-12-31 | $5.8M | 21k | 277.50 |